Retirement Planning

At Wimbledon Wealth, we believe retirement should be the reward for years of hard work, not a source of financial uncertainty.

Our retirement planning services cater to expats of all ages and income levels, offering tailored advice and strategies to ensure you’re financially secure when you decide to stop working.

For UK expats, managing pensions is often a complex task.

We specialise in reviewing, consolidating, and managing UK pensions, bringing them together into a single, manageable plan. By doing this, you gain clarity and professional guidance on how to make the most of your pension savings, ensuring your financial future is as secure as possible.

When building a retirement plan, we create bespoke portfolios that align with your goals, risk tolerance, and time horizon.

While equity funds play a key role in long-term growth, each investment strategy is unique to the individual. Whether you’re planning for a comfortable lifestyle or a more active retirement, we carefully balance risk and reward to give you the best chance of achieving your financial goals. Additionally, for those nearing retirement, we also introduce fixed-income and lower-risk assets to preserve wealth and generate income.

Unlike many European countries, the UAE doesn’t have mandatory employer pension schemes or automatic contributions.

This means that the responsibility for building a retirement plan is solely yours. Our job is to ensure you’re not left behind. We guide you through the process of establishing a sustainable plan, factoring in future income needs, inflation, and possible lifestyle changes, so you can enjoy retirement without financial stress.

Our commitment goes beyond a one-time setup.

We proactively review your retirement plan at least once a year—often twice—to make sure everything remains on track. Your circumstances change, and so should your plan. Whether it’s a new job, a change in family dynamics, or a shift in financial goals, we’re here to ensure your retirement plan adapts accordingly. If you ever want to discuss your plan outside of these reviews, we’re always available to provide support and advice when needed.

Tax efficiency is also a key part of what we do.

We understand the complexities of international tax planning, especially for expats who may have assets or income in different countries. We’ll guide you through tax planning to minimise liabilities and ensure that you’re making the most of every financial opportunity.

With Wimbledon Wealth, you’re not just planning for retirement.

You’re planning for peace of mind, knowing that your financial future is secure, and that you’ll have the means to enjoy life beyond work. We’re here every step of the way, ensuring that your financial well-being is a priority both now and in the future.

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